Business Administration Apprenticeship

Location
Worthing, West Sussex
Salary
£192.37 per week
Posted
20 Sep 2017
Closes
25 Sep 2017
Ref
1311893
Function
Apprenticeship
Contract Type
Apprenticeship
Hours
Full Time

Are you highly organised and interested in gaining a recognised Business Admin qualification? You will be dealing with the processing of new business applications, client requests & general maintenance of client portfolios. Dealing with all areas of the business including pensions, investments & life assurance for individual and corporate clients.

Nsure Holdings Ltd are looking to expand their existing administration team with two Level 2 Business Administration Apprentices.

Your key tasks include:

  • Working as part of a professional team alongside the advisers and paraplanners to provide clients with a professional on-going Financial Planning experience
  • Processing individual new business applications and tracking the progress up to completion
  • Dealing with providers and clients to obtain relevant policy information and documentation
  • General day to day servicing and upkeep of client’s existing business
  • Dealing with clients and insurers on behalf of the advisers
  • Producing accurate valuations and letters for clients
  • Efficient and accurate diary management – monitoring, updating and chasing regularly
  • Complying at all times with Compliance, Training & Competence, Complaints, Data Protection and office procedures
  • Opening, sorting and distributing post and collection of post at the end of the day
  • Answering the telephone, dealing with calls appropriately either by myself or directing the call to the appropriate member of staff or by taking accurate and detailed messages
  • Scanning